Position in HSTM
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$1,669,971
+$390,186 QoQ
Shares Held
80,636
+45.4% QoQ
Ownership
0.276%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 96.59581328438911.ToString("F0")%
Shared 0.ToString("F0")%
None 3.4041867156108934.ToString("F0")%
Common Shares in HSTM Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Mar 31, 2026STIFEL FINANCIAL CORP holds $31,101,547 across 19 Health Information Services names. HSTM ranks #4 (5.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
89,875 | $15,787,440 | |
| 2 | PRVA |
Privia Health Group, Inc.
|
158,996 | $3,270,547 | |
| 3 | HQY |
Healthequity, Inc.
|
23,642 | $1,975,761 | |
| 4 | HSTM |
Healthstream Inc
This page
|
80,636 | $1,669,971 | |
| 5 | GDRX |
GoodRx Holdings, Inc.
|
717,399 | $1,406,102 | |
| 6 | TEM |
Tempus AI, Inc.
|
26,972 | $1,219,673 | |
| 7 | DOCS |
Doximity, Inc.
|
47,670 | $1,110,709 | |
| 8 | SDGR |
Schrodinger, Inc.
|
88,179 | $1,001,712 |
All Filings in HSTM
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,669,971 | 80,636 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $1,279,785 | 55,474 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $1,516,797 | 53,711 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $1,530,620 | 55,317 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $1,515,805 | 47,104 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $447,139 | 14,061 | Shares | Defined | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||